AE Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

AE Wealth Management’s Portfolio BIPC Stock Details BIPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$295K	Buy	7,659 +289	+4%	+$11.7K	﹤0.01%	1496
2026 Q1	$291K	Buy	7,370 +1,318	+22%	+$60.5K	﹤0.01%	1395
2025 Q4	$275K	Buy	6,052 +451	+8%	+$20.4K	﹤0.01%	1354
2025 Q3	$230K	Buy	5,601 +161	+3%	+$6.53K	﹤0.01%	1330
2025 Q2	$226K	Sell	5,440 -488	-8%	-$18.8K	﹤0.01%	1245
2025 Q1	$215K	Sell	5,928 -782	-12%	-$30.8K	﹤0.01%	1249
2024 Q4	$268K	Buy	+6,710	New	+$282K	﹤0.01%	1148
2024 Q1	–	Sell	-12,169	Closed	-$425K	–	1225
2023 Q4	$425K	Buy	+12,169	New	+$388K	﹤0.01%	1539

Other funds holding BIPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AE Wealth Management's BIPC Position: Q2 2026 in Review

AE Wealth Management increased its Brookfield Infrastructure (BIPC) stake by 3.9% in Q2 2026, buying an estimated $11.7K and bringing the position to 7,659 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

AE Wealth Management first reported a position in BIPC in Q4 2023 and has held it in 8 quarters since. The position peaked at $425K in Q4 2023. 394 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

AE Wealth Management held 7,659 shares of Brookfield Infrastructure worth $295K as of Q2 2026.
AE Wealth Management bought 289 Brookfield Infrastructure shares in Q2 2026, an estimated $11.7K.
Brookfield Infrastructure made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1496 holding.
AE Wealth Management first reported a position in Brookfield Infrastructure in Q4 2023 and has held it in 8 quarters since.
AE Wealth Management's Brookfield Infrastructure position peaked at $425K in Q4 2023.
394 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.